Leverty Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Leverty Financial Group’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.6M	Sell	117,623 -106,665	-48%	-$5.28M	1.02%	15
2026 Q2	$11.4M	Sell	224,288 -19,817	-8%	-$998K	2.21%	9
2026 Q1	$12.2M	Buy	244,105 +16,144	+7%	+$819K	2.7%	9
2025 Q4	$11.5M	Sell	227,961 -12,434	-5%	-$629K	2.75%	8
2025 Q3	$12.1M	Buy	240,395 +150,565	+168%	+$7.48M	3.15%	7
2025 Q2	$4.46M	Buy	89,830 +84,747	+1,667%	+$4.19M	1.33%	11
2025 Q1	$254K	Buy	+5,083	New	+$255K	0.1%	33

Other funds holding JMUB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Leverty Financial Group's JMUB Position: Q3 2026 in Review

Leverty Financial Group reduced its JPMorgan Municipal ETF (JMUB) stake by 48% in Q3 2026, selling an estimated $5.28M and leaving 117,623 shares worth $5.6M. The position accounts for 1.02% of the portfolio, ranked #15.

Leverty Financial Group first reported a position in JMUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.2M in Q1 2026. 98 funds tracked by Wall St. Rank hold JMUB as of Q3 2026.

Leverty Financial Group held 117,623 shares of JPMorgan Municipal ETF worth $5.6M as of Q3 2026.
Leverty Financial Group sold 106,665 JPMorgan Municipal ETF shares in Q3 2026, an estimated $5.28M.
JPMorgan Municipal ETF made up 1.02% of Leverty Financial Group's portfolio in Q3 2026, its #15 holding.
Leverty Financial Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 7 quarters since.
Leverty Financial Group's JPMorgan Municipal ETF position peaked at $12.2M in Q1 2026.
98 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.